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IT Services · Applications

Connected
Customers, Systems
& Insight.

Sales, Service and Industry Clouds, MuleSoft integration, Tableau analytics and Agentforce AI agents — implemented, integrated and optimized end to end.

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Overview

Salesforce / MuleSoft / Tableau

We implement, integrate and optimize the Salesforce ecosystem end to end — Sales, Service and Industry Clouds, MuleSoft API-led integration, Tableau analytics and Agentforce AI agents — so every customer interaction runs on one trusted, AI-ready view of the customer.

Industries: Healthcare, Public Sector, Higher Ed, Financial Services, Retail

07 Offerings

Select an offering for activities, outcomes and technologies.

Offering details

Inside Every Offering

Activities and deliverables, business outcomes, technologies and how each engagement is bought.

01 / 07

CRM-01

Salesforce Implementation & Optimization

Design and deliver Sales Cloud, Service Cloud, Experience Cloud and Field Service implementations tailored to your processes, data and users.

Outcomes

Higher sales productivity, faster case resolution, a single customer view, better user adoption.

Fixed-scope implementationAgile T&M
Discuss this offering

Activities & deliverables

  1. 01Discovery & process mapping
  2. 02Solution design
  3. 03Configuration and Apex/LWC development
  4. 04Data migration
  5. 05User training
  6. 06Hypercare

Technologies & platforms

Salesforce Sales/Service/Experience/Field Service CloudApexLightning Web ComponentsFlow. Alternatives: Microsoft Dynamics 365HubSpot
CRM-02

Salesforce Industry Clouds

Accelerate time-to-value with pre-built industry data models and workflows for regulated sectors.

Outcomes

Faster rollout, built-in compliance, industry-specific workflows out of the box.

Fixed-scopePhased program
Discuss this offering

Activities & deliverables

  1. 01Industry cloud fit-gap
  2. 02Configuration
  3. 03Compliance controls
  4. 04Integration to core systems (EHR, case mgmt, SIS, core banking)

Technologies & platforms

Health CloudPublic Sector SolutionsEducation CloudFinancial Services CloudNonprofit Cloud
CRM-03

Agentforce & AI Agents for CRM

Deploy autonomous and assistive AI agents for sales, service and field teams, grounded in trusted CRM data and governed by guardrails.

Outcomes

Deflected service volume, faster response times, more selling time, 24x7 customer engagement.

Pilot (4–6 wks) → scale
Discuss this offering

Activities & deliverables

  1. 01Agent use-case discovery
  2. 02Topic/action design
  3. 03Prompt templates
  4. 04Einstein Trust Layer configuration
  5. 05Testing & monitoring
  6. 06Adoption plan

Technologies & platforms

Salesforce AgentforcePrompt BuilderEinstein Trust LayerData 360. Alternatives: Microsoft Copilot StudioServiceNow AI Agents
CRM-04

Data 360 (Data Cloud) & Customer 360

Unify customer data from every channel into real-time profiles that power personalization, analytics and AI.

Outcomes

One real-time customer profile, better personalization, lower data duplication.

Fixed-scopeAgile T&M
Discuss this offering

Activities & deliverables

  1. 01Source ingestion
  2. 02Identity resolution
  3. 03Calculated insights
  4. 04Segmentation & activation
  5. 05Zero-copy integration with Snowflake/Databricks/BigQuery/Redshift

Technologies & platforms

Salesforce Data 360 (formerly Data Cloud)zero-copy federation with SnowflakeDatabricksBigQueryRedshift
CRM-05

MuleSoft API-Led Integration

Connect applications, data and devices through reusable APIs and integration patterns that scale as the business grows.

Outcomes

Faster integrations through reuse, fewer point-to-point interfaces, lower integration maintenance.

Fixed-scopeC4E-as-a-Service
Discuss this offering

Activities & deliverables

  1. 01Integration strategy & C4E setup
  2. 02API design (RAML/OAS)
  3. 03Mule development
  4. 04API governance and security
  5. 05CI/CD
  6. 06Monitoring

Technologies & platforms

MuleSoft Anypoint PlatformAPI ManagerFlex GatewayRPAMCP connectors. Alternatives: BoomiWorkatoAzure Integration ServicesApigeeKong
CRM-06

Tableau & Salesforce Analytics

Turn CRM and enterprise data into interactive dashboards and AI-driven insights embedded where people work.

Outcomes

Self-service insight, consistent KPIs, faster decisions.

Fixed-scopeT&M
Discuss this offering

Activities & deliverables

  1. 01Dashboard design
  2. 02Data source modeling
  3. 03Tableau Server/Cloud setup
  4. 04Governance
  5. 05Embedded analytics
  6. 06Tableau Pulse/Next enablement

Technologies & platforms

Tableau Cloud/ServerTableau NextTableau PulseCRM Analytics. Alternatives: Power BILookerQlik
CRM-07

Salesforce Org Health, DevOps & Managed Admin

Keep your Salesforce org fast, clean and secure with health checks, release management and ongoing administration.

Outcomes

Lower technical debt, faster safer releases, predictable support cost.

AssessmentManaged service
Discuss this offering

Activities & deliverables

  1. 01Org health & technical-debt audit
  2. 02Classic-to-Lightning and org-merge migrations
  3. 03DevOps pipeline
  4. 04Release management
  5. 05Admin support

Technologies & platforms

Salesforce DevOps CenterCopadoGearsetGitSalesforce Shield
Why act now

The Market Is Moving

Market shifts shaping Salesforce / MuleSoft / Tableau decisions in 2026.

2 trends to watch
  1. 01

    Agentic AI moves into enterprise applications

    Gartner predicts 40% of enterprise apps will feature task-specific AI agents by end of 2026, up from <5% in 2025.

    Gartner press release, 26 Aug 2025
  2. 02

    Industry clouds and vertical solutions

    NMS Consulting: consulting organized around industry templates (banking, healthcare, manufacturing).

    NMS Consulting, 2026
Technology & platforms

No Cloud or Technology Barrier

Certified architects across all four major clouds and the leading independent platforms — recommendations follow your requirements, not partner incentives.

Showing AWS + independent platforms

01AWS

Data integration & ELT

GlueDMSAppFlow

Any cloud: dbt · Fivetran · Informatica · Matillion · Airflow · Qlik Replicate

02AWS

BI & analytics

QuickSight

Any cloud: Tableau · Qlik · Sigma · ThoughtSpot

03AWS

Generative AI & agents

BedrockAgentCoreAmazon Q

Any cloud: OpenAI · Anthropic · Meta Llama · Mistral · Snowflake Cortex · Databricks Mosaic AI · LangGraph · MCP

04AWS

CRM & integration

AppFlowEventBridge

Any cloud: Salesforce · MuleSoft · Boomi · Workato · Kong

Vendor-neutral by design

Technology Without Boundaries.

FixityTech is a vendor-neutral, full-stack IT services partner that helps organizations modernize, secure and run their technology — from cloud and data to AI, applications and managed operations — on the platforms that fit their business, not ours.

We hold partnerships across major platforms but no single-vendor allegiance. Every recommendation is based on your requirements, total cost of ownership and existing investments.

Delivered from Chicago, USA, San Francisco, USA, Querétaro, Mexico (nearshore), Hyderabad, India (offshore) — onsite, nearshore, offshore and blended teams; follow-the-sun support.

Talk to Our Team
7
Salesforce / MuleSoft / Tableau offerings
12
Service lines
4
Major clouds
3
Delivery countries
How we engage

Discover. Roadmap. Deliver. Run & Improve.

  1. 01

    Discover

    Rapid assessment of current platforms, data and priorities — 2–3 weeks.

  2. 02

    Roadmap

    Joint modernization roadmap, architecture and business case aligned to client goals.

  3. 03

    Deliver

    Pilot kickoff, then phased delivery with embedded governance.

  4. 04

    Run & Improve

    Managed services with SLAs and continuous optimization — closes the lifecycle loop.

Engagement models

Buy the Way That Fits

How Salesforce / MuleSoft / Tableau engagements are bought.

  1. 01

    Discovery & Assessment

    Fixed-fee, time-boxed (2–4 week) assessment producing findings, roadmap and business case.

    Best for

    New clients, migrations, AI/data strategy, security

    Pricing

    Fixed fee

  2. 02

    Pilot / Proof of Value

    Fixed-scope 4–8 week pilot proving value on real data before scaling.

    Best for

    GenAI, agentic AI, conversational analytics, RPA

    Pricing

    Fixed fee

  3. 03

    Fixed-Scope Project

    Defined scope, deliverables and timeline.

    Best for

    Implementations, migrations waves, app builds

    Pricing

    Fixed price / milestones

  4. 04

    Agile Delivery (T&M)

    Flexible sprint-based delivery where scope evolves.

    Best for

    Product engineering, complex modernization

    Pricing

    Time & materials / capped T&M

  5. 05

    Managed Services

    Ongoing run & improve under SLAs, tiered by coverage.

    Best for

    Apps, cloud, data, AI, security operations

    Pricing

    Monthly subscription / SLA tier

  6. 06

    Center of Excellence-as-a-Service

    Stand up and run a CoE (data, AI, low-code, integration, QA) then transfer.

    Best for

    Enterprise scale-up

    Pricing

    Retainer

Industries

Industries We Serve

Healthcare, Public Sector, Higher Ed, Financial Services, Retail.

Healthcare & Life Sciences

Modernization, data and security for providers, payers and life-sciences organizations.

Public Sector

Federal, state and local agencies modernizing legacy systems and citizen services.

Higher Education

Student, research and administrative platforms built to be accessible and secure.

Financial Services & Insurance

Trusted data, AI and applications for regulated financial institutions.

Retail & Consumer Goods

Unified commerce, customer data and demand forecasting for retailers and brands.

Service line 06 · DTM

Related: Digital Transformation & Modernization

Rethink how work gets done — then build it fast.

Explore Digital Transformation & Modernization
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Next step

Start with a Salesforce org health check: technical debt, security, adoption and data quality — and a clear plan to get more from your org.

Book a Health Check